-
Edit to certain fields in Salesforce Process Builder?
Can certain fields be closed for edit for most of the month but be open for edit on certain days of the month? Could Process Builder help me with this? Basically, the object has 10 fields and only 2 of the fields need to be available for changes during 5 days of the month. Right now, edit access to the field is only available to admins through a validation rule.
-
This discussion was modified 7 years, 5 months ago by
Maria.
-
This discussion was modified 7 years, 5 months ago by
Forcetalks.
-
This discussion was modified 7 years, 5 months ago by Forcetalks.
-
This discussion was modified 7 years, 5 months ago by
-
1 Reply
-
Hi Maria,
You can do this with the help of Validation Rule.
Suppose you have to edit "Account Name" OR "Account Number" only on 10th, 20th or 30th day of the month. So you will have to make a validation rule like the below image
Now similarly you can built the validation rule as per your scenario and make this happen.
Hope this helps you.
Log In to reply.
Popular Salesforce Blogs
How to Reduce Project's Cost with Business Analysis | Salesforce Business Analyst Guide
❛Without BA, you risk returning to the starting point and adding to that a significant loss of time and financial resources❜ Why are business analysis…
Permission Sets in Salesforce - Learn About Its Different Types
A permission set is a collection of settings and permissions that give users access to various tools and features. Permission sets extend users' functional access…
Difference Between ERP and CRM – Salesforce CRM
Salesforce is a distributed computing administration as a product organization (SaaS) representing considerable authority in client relationships with executives (CRM). Salesforce administrations empower organizations to…
Popular Salesforce Videos
12 Highlights of Salesforce Summer’22 Release That You Can’t Miss
The Salesforce Summer '22 release is quickly approaching. We know there are many exciting features coming our way. From the 6th and 7th of May,…
2020 Salesforce Administrator Certification Start Here
Get ready for the administrator certification exam with interactive study tools. Collaborate and study with fellow Trailblazers in the Trailblazer Community. Learn with Salesforce experts…
Salesforce Trailhead - Control Access to Fields
In this video, Your Coding Buddy covers how to control access to fields in Salesforce Trailhead. He explains that this is important for keeping data…
